MSS

Mitchell Sinkler & Starr Portfolio holdings

AUM $209M
1-Year Est. Return 16.28%
This Quarter Est. Return
1 Year Est. Return
+16.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$550M
AUM Growth
+$225M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
204
New
Increased
Reduced
Closed

Top Buys

1
+$9.53M
2
+$7.36M
3
+$7.3M
4
MRK icon
Merck
MRK
+$7.13M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$6.74M

Top Sells

1
+$375K
2
+$241K
3
+$229K
4
ADM icon
Archer Daniels Midland
ADM
+$65K
5
GLW icon
Corning
GLW
+$60.9K

Sector Composition

1 Technology 20.18%
2 Healthcare 17.96%
3 Consumer Staples 9.31%
4 Financials 9.09%
5 Industrials 9.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.8M 0.51%
56,875
+1,750
52
$2.65M 0.48%
37,850
+11,607
53
$2.63M 0.48%
12,560
+1,308
54
$2.57M 0.47%
7,311
+6,211
55
$2.54M 0.46%
14,915
+6,535
56
$2.5M 0.45%
20,541
+10,303
57
$2.49M 0.45%
86,455
+24,732
58
$2.46M 0.45%
40,506
+7,852
59
$2.08M 0.38%
+26,920
60
$2.08M 0.38%
22,106
+3,550
61
$2.08M 0.38%
+8,927
62
$2.05M 0.37%
+31,540
63
$1.98M 0.36%
7,570
+4,375
64
$1.87M 0.34%
19,244
+5,567
65
$1.83M 0.33%
8,101
+6,418
66
$1.81M 0.33%
48,134
+17,662
67
$1.8M 0.33%
10,990
+5,677
68
$1.79M 0.33%
4,365
+3,360
69
$1.75M 0.32%
15,680
+7,170
70
$1.74M 0.32%
+53,350
71
$1.71M 0.31%
2,595
+65
72
$1.69M 0.31%
6,481
+1,643
73
$1.66M 0.3%
4,664
+477
74
$1.53M 0.28%
10,479
+3,171
75
$1.47M 0.27%
4,161
+1,438
1 2
3
4 5